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Annual investment return is in the bottom quintile of the peer cohort.
Fidelity bond coverage is below the ERISA section 412 10%-of-assets minimum (capped at $500,000).
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $87,766 | $116,203-24.5% | $93,621-6.3% | $152,897-42.6% |
| Participation rate | 71.4% | 78.1%-6.6pp | 75.8%-4.4pp | 82.5%-11.0pp |
| Annual return | 4.89% | 35.96%-31.1pp | 32.76%-27.9pp | 345.43%-340.5pp |
| Employer contribution / active EE | $1,462 | $3,219-54.6% | $2,719-46.2% | $4,764-69.3% |
| Participant deferral / active EE | $2,924 | $4,605-36.5% | $4,070-28.1% | $5,851-50.0% |
| Admin fee / account holder | $80 | $10,751-99.3% | $7,890-99.0% | $11,599-99.3% |